Suppliers- Order Report

Overview

Surf Accounts provides all the relevant information in a methodical and structured manner to make it easy to understand. It has been designed in such a fashion so that it can be used by the large corporation, and small and medium enterprises and accountants. You can customise your reports for the individual business. With simple select options, you can preview them on the fly before emailing or saving a copy. The reports will be generated which can be viewed in an interactive way on a real-time basis.

Supplier Report

Supplier report will generate reports regarding Invoice and Credit Note Report, Supplier Payment Report, Aged Supplier balances, Statements, Supplier Accounts, Order Report. 

Generating the Supplier Order Report

To generate the supplier purchase orders report select Reports» Suppliers» Order Report the following screen will appear.

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Browser View of the Supplier Order (Purchase order) Browse.

Sorting the Purchase Order Report

To sort the purchase order report (Supplier Statement) use the Date Range, Document Number and by the Status.

Date Range: To generate the report for a specific period of time select the Date Range. By keeping the Date Range Blank the entire order report will be generated.  

Doc. No: The order can be sorted by using Doc. No. (Order No) field. By keeping the Doc. No. field blank all the order will be displayed in the report provided the Status selected as “All”. 

 

Sort the Supplier Order Report (Purchase order Report) by using above fields. 

Status: The order report can be sorted by status. If the Status of the order is selected as “All” all the purchase order will be displayed irrespective of the Status. For “Open”, “Closed- Won”, “Closed-Lost” order select individually from the “Status” field to view the report categorically.

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Sort the report by the "Status" of the Order. 

Customisation of Purchase Order Report

From the “Advanced Settings,” user can include or exclude different columns to customise the report as per the business requirement. This includes the Date, Doc No, Code Number (Supplier Code Number), Name of the supplier, Net amount, and VAT amount, Gross Amount, Due Date, Type, Notes, and Status. Include the columns as per the business requirement so that the reports display the relevant information.

Advance Feature of the Purchase Order Report

To include or exclude the columns in the report use the “Advance Settings” option. By selecting the “Advance” option a new browser will appear to include or exclude with the column. To access the “Advance Setting” for the Purchase Order Report select Reports» Supplier » Supplier Order Report from the browser. 

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Select the "Advance" option, the following browser will appear as "Advanced Settings" to include or exclude columns. 

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Include or Exclude columns to customise the report. Select the appropriate one and select the update button. 

Toolbar functionality of the Purchase Order Report: (Print, Excel, Save and Email)

To Print, Save, Email the “Purchase Order Report” select the option from the Toolbar of the “Supplier Order Report.” 

The “Supplier Order Report.” can be saved as a PDF file to the local machine. You can also download the report as *xls file by selecting the MS-Excel option. 

By using the Toolbar of the “Supplier Order Report.” browse you can print, download in MS Excel format, Save to your local machine as PDF and email the report.

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Print, Save, Download the report in local machine and email the report to customers.

Print: To “Print” the reports select the “Print” option. A new browser will open up to show the “Print Preview”. If the report is ready to print then select the “Printer” icon. The reports will be printed by a printer connected to your local machine.

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Select the Printer icon to Print the Report.

Excel: To download the “Purchase Orders Report” in MS excel format select the “Excel” option and the report will be downloaded on the local machine in Excel (Spreadsheet) format. 

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Purchase order report downloaded in local machine as *xls format.

Save: To save the Purchase order report choose the “Save” option from the toolbar and the report will be download to your local machine in PDF format.

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Save the purchase order report into your local machine. 

Email: To send the Purchase Order Reports through email select the “Email” option from the toolbar. A pop up will be generated.

To: Enter the email address of the recipient.

CC/BCC: Enter the email address if you wish to send a copy of the report.

Subject: Enter the subject line of the mail dial up box. 

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Select the attachment to open or download the report to your local machine from the email. 

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